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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,047 | $95,762+33.7% | $379,746-66.3% | $79,852+60.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 16.35% | 18.26%-1.9pp | 34.90%-18.6pp | 31.72%-15.4pp |
| Employer contribution / active EE | $2,540 | $2,695-5.8% | $3,540-28.2% | $2,471+2.8% |
| Participant deferral / active EE | $4,991 | $4,705+6.1% | $6,024-17.1% | $3,740+33.4% |
| Admin fee / account holder | $19,566 | $6,745+190.1% | $7,927+146.8% | $5,306+268.7% |